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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $239,167 |
JEFFREY HOFF9+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $196,328 |
Filed as: WESTERN ASSET MAMAGEMENT Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $174,987 |
RIVERBRIDGE PARTNERS9+ years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $140,833 |
ROSANNE LACALAMITA9+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $138,127 |
PGIM INVESTMENTS6 years Service code 28 PO BOX 9658 · PROVIDENCE, RI 02940 | Investment Management | $124,623 |
VITECH SYSTEMS GROUP9+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 401 PARK AVENUE SOUTH · NEW YORK, NY 10016 | Consulting | $108,610 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $104,383 |
THE SEGAL COMPANY6 years Filed as: SEGAL CONSULTING Service code 11 101 N. WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $90,361 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $84,667 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 13.69% | 3.90%+9.8pp | 8.61%+5.1pp | 8.76%+4.9pp |
| Employer contribution / active EE | $12,080 | $12,005+0.6% | $33,046-63.4% | $16,664-27.5% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |